+89.2%
AAPL vs FN
+106.7%
-17.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.1% | -0.3% |
| 7D | +5.0% | -4.1% | +9.1% | +5.1% |
| 30D | +3.5% | -28.3% | +31.9% | +5.5% |
| 3M | +13.1% | -33.9% | +46.9% | +15.5% |
| 6M | +19.0% | -43.9% | +62.9% | +22.5% |
| YTD | +28.5% | -23.4% | +52.0% | +26.7% |
| 1Y | +29.7% | -25.4% | +55.1% | +27.7% |
| 3Y | +89.2% | +107.9% | -18.6% | +58.3% |
| All | +89.2% | +106.7% | -17.5% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling